Financial Planning For Divorce
In this insightful conversation, Catherine and Rachel dive into the complexities of navigating divorce. They discuss everything from the financial aspects—like money dependency, separating assets, and understanding mortgages and taxes—to creating a post-divorce budget...
Tax Related Mistakes When Receiving an Inheritance
In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries,...
Taxes on Inheritance & Estate
In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries,...